Northstar Advisory Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,929
| Closed | -$370K | – | 104 |
|
|
2024
Q3 | $370K | Sell |
1,929
-4,253
| -69% | -$816K | 0.19% | 79 |
|
|
2024
Q2 | $1.14M | Buy |
6,182
+3,740
| +153% | +$688K | 0.65% | 40 |
|
|
2024
Q1 | $489K | Sell |
2,442
-1,069
| -30% | -$214K | 0.3% | 58 |
|
|
2023
Q4 | $655K | Sell |
3,511
-7,356
| -68% | -$1.37M | 0.39% | 46 |
|
|
2023
Q3 | $2.17M | Sell |
10,867
-5,923
| -35% | -$1.19M | 1.58% | 16 |
|
|
2023
Q2 | $4.19M | Buy |
16,790
+6,130
| +58% | +$1.53M | 2.74% | 11 |
|
|
2023
Q1 | $2.71M | Sell |
10,660
-76
| -0.7% | -$19.3K | 2.03% | 12 |
|
|
2022
Q4 | $2.49M | Buy |
10,736
+375
| +4% | +$86.8K | 1.97% | 7 |
|
|
2022
Q3 | $2.28M | Buy |
10,361
+2,924
| +39% | +$645K | 2.05% | 11 |
|
|
2022
Q2 | $1.6M | Sell |
7,437
-7,748
| -51% | -$1.67M | 1.19% | 12 |
|
|
2022
Q1 | $3.29M | Sell |
15,185
-13,102
| -46% | -$2.84M | 2.12% | 12 |
|
|
2021
Q4 | $5.47M | Buy |
+28,287
| New | +$5.47M | 3.24% | 7 |
|
|
2021
Q3 | – | Sell |
-24,141
| Closed | -$4.21M | – | 72 |
|
|
2021
Q2 | $4.21M | Buy |
24,141
+1,496
| +7% | +$261K | 2.63% | 8 |
|
|
2021
Q1 | $3.58M | Buy |
22,645
+16,741
| +284% | +$2.65M | 2.74% | 8 |
|
|
2020
Q4 | $899K | Buy |
+5,904
| New | +$899K | 0.75% | 31 |
|